# Manage Projects

**Manage Projects**

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# Get Started – ADD/EDIT/DELETE projects - Manage project files/contractors - email contractors

# ADD A Project


1. Log into **WebWiz@rd**
2. Click on the **Digital Plans Room Modules** tab
3. Click on the **Manage Projects** module
4. On the left-hand side of the page under **Related Actions** click on **Add a project**
5. Fill in the fields with the appropriate information
6. Click on the **Save** button at the bottom of the screen

# EDIT A project


1. Log into **WebWiz@rd**
2. Click on the **Digital Plans Room Modules** tab
3. Click on the **Manage Projects** module
4. Click on the **Pencil** icon (Edit this project) beside the project that you want to edit
5. Edit the appropriate fields
6. Click on the **Save** button at the bottom of the screen

# DELETE A project


1. Log into **WebWiz@rd**
2. Click on the **Digital Plans Room Modules** tab
3. Click on the **Manage Projects** module
4. Click on the **Delete** icon (the x) beside the project you want to delete
5. A confirmation screen will appear asking you to confirm the deletion of the project
6. If you are sure, click **OK**, and the project will be deleted
7. If you clicked it by mistake, or changed your mind, click **Cancel**, and you will return to the **Manage Projects** page

# manage Project files


 1. Log into **WebWiz@rd**
 2. Click on the **Digital Plans Room Modules** tab
 3. Click on the **Manage Projects** module
 4. On the left-hand side of the page under **Related Actions** click on **Manage folders**
 5. Fill in the fields with the appropriate information
 6. Click on the **CREATE FOLDER** button at the bottom of the screen
 7. To **Delete a Folder**, click **Enable delete tools** under **Related Actions** on the left-hand side
 8. Select the folder you want to delete by clicking the **Radio Button** beside the folder
 9. Click on the **DELETE SELECTED FOLDER** button
10. Under **Related Actions** on the left-hand side click **Return to file list**
11. Under **Related Actions** on the left-hand side click **Upload files**
12. Make the appropriate choices on the page
13. Click on **CHOOSE DOCUMENTS TO UPLOAD**
14. Select the appropriate document to upload from your computer
15. Click **UPLOAD DOCUMENTS TO THE FILE MANAGER**
16. A new window will pop up asking **Are you sure that you want to upload these files?** Click on the appropriate button **OK** to complete the transfer or **CANCEL** to abort the transfer.
17. Click the **OK** button to close the dialog.
18. You will now see the file has been uploaded and you will see the icons on the right-hand side to **Show this file**, **Move this file**, **Rename this file**, or **Delete this file**.

# manage Project contractors


1. Log into **WebWiz@rd**
2. Click on the **Digital Plans Room Modules** tab
3. Click on the **Manage Projects** module
4. Click on **Manage project contractors** icon (two people)
5. Under **Related Actions** on the left-hand side click **Assign a contractor**
6. Click in the box beside the contractors you want to assign to the project
7. Click the **SAVE** button at the bottom of the page.

# EDIT this contractor


1. Log into **WebWiz@rd**
2. Click on the **Digital Plans Room Modules** tab
3. Click on the **Manage Projects** module
4. Click on **Manage project contractors** icon (two people)
5. Click on the **Pencil** icon (Edit this contractor) beside the contractor that you want to edit
6. Edit the appropriate fields in the **Contractor Information** or **Company Information** tabs
7. Click on the **Save** button at the bottom of the screen

# DELETE this contractor


1. Log into **WebWiz@rd**
2. Click on the **Digital Plans Room Modules** tab
3. Click on the **Manage Projects** module
4. Click on **Manage project contractors** icon (two people)
5. Click on the **Delete** icon (the x) beside the contractor you want to delete
6. A confirmation screen will appear asking you to confirm the deletion of the contractor – **The Contractor will also be removed from any Contractor Groups and Projects he or she belonged to**
7. If you are sure, click **OK**, and the contractor will be deleted
8. If you clicked it by mistake, or changed your mind, click **Cancel**, and you will return to the **Contractor Information** page

# email project contractors


 1. Log into **WebWiz@rd**
 2. Click on the **Digital Plans Room Modules** tab
 3. Click on the **Manage Projects** module
 4. Click on **Email project contractors** icon (the envelope)
 5. This will then open the **Email Blaster Information** page
 6. You can add recipients, subject and email content for the email blast
 7. You can click the **ADD RECIPIENTS** button to open the **Contractor Groups** window where you can select the recipients for the email blast by checking the individual contractors or by clicking the box beside Rank at the top of the page to select all recipients showing.
 8. Click the CANCEL button to close the window or click the ADD THE SELECTED CONTRACTORS button to add the recipients to the email blast
 9. Click DISTRIBUTE EMAIL BLAST once you have added the recipients, subject and email content
10. A confirmation screen will appear asking you **Are you sure you’re ready to send this Email Blast?**
11. Click on the **OK** button to continue or **CANCEL** to return
12. If you clicked **OK** a confirmation window will appear telling you the email blast has gone out.

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**Documents**

- [IT Basics](https://support.remwebsolutions.com/s/ad0e2649-4834-4a41-9529-97bbbae25229/doc/it-basics-xiENBIGERR)
- [WebWiz@rd™](https://support.remwebsolutions.com/s/ad0e2649-4834-4a41-9529-97bbbae25229/doc/webwizrd-2tEcTavTxo)
- [Email Services](https://support.remwebsolutions.com/s/ad0e2649-4834-4a41-9529-97bbbae25229/doc/email-services-esUwHOyM9u)
- [AODA (web accessibility)](https://support.remwebsolutions.com/s/ad0e2649-4834-4a41-9529-97bbbae25229/doc/aoda-web-accessibility-GCC6vMCC0l)
- [3rd Party Services](https://support.remwebsolutions.com/s/ad0e2649-4834-4a41-9529-97bbbae25229/doc/3rd-party-services-eKNwxzXQLO)